MEMC INT'L. (WFR -NYSE) The Sleeping Giant? Message Board

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Technology Stocks : MEMC INT'L. (WFR -NYSE) The Sleeping Giant?

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To: Zeev Hed who wrote (3313)	5/17/1998 8:03:00 PM
From: Judy	Read Replies (1) of 4697

Zeev, WFR will be the last in the food chain to move when the semi sector recovers. The new semi fab plants will come on line when demand resumes and it won't be silly putty that the fab plants will be stamping out chips with. One should pull both barrels when one sees the whites of the specialists' eyes! Now in CYMI's meetings notes posted on the CYMI thread, I read for the stepper to scanner transition, the tool of choice will be 50-80 percent of tools in '99 will be scanners. That does not bode so well for UTEK, what say you? btw, do you work in optics ... or just routinely work with units of angstroms?

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